Send speaker releases when a webinar is created
Get speaker paperwork moving before promotion ramps up.
Trigger
New Webinar Created
Triggers when a new webinar is created for a user.
Action
Send Document
Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.
Why this helps
Webinar releases are chased manually after the event is already being marketed.
- Start compliance work earlier
- Reduce speaker follow-up
- Keep event preparation moving
Setup
Build it in a few focused steps.
- 1Connect Zoom and BoldSign once in Notis.
- 2Create an automation that sends the correct speaker release for each newly created webinar.
- 3Pick Zoom New Webinar Created as the trigger.
- 4Choose a report channel and test with one webinar.
Questions about this workflow
Can it send releases only for external speakers?
Yes, include your external speaker criteria in the instruction.
Can one webinar have multiple speakers?
Yes, instruct Notis to create the required recipient set from the available webinar details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zoom to Boldsign. A trigger fires from one place; an action lands in another.
Zoom triggers
Boldsign actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Zoom and Boldsign, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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